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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,279 | $78,707-80.6% | $117,861-87.0% | $70,126-78.2% |
| Participation rate | 34.1% | 73.2%-39.0pp | 79.7%-45.5pp | 69.5%-35.4pp |
| Annual return | 12.48% | 23.30%-10.8pp | 335.11%-322.6pp | 73.15%-60.7pp |
| Employer contribution / active EE | $607 | $2,223-72.7% | $3,786-84.0% | $2,343-74.1% |
| Participant deferral / active EE | $1,781 | $3,297-46.0% | $4,482-60.3% | $3,332-46.6% |
| Admin fee / account holder | $443 | $5,066-91.3% | $8,021-94.5% | $4,645-90.5% |